The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

19. Prio Wealth Management

CNBC.com staff@CNBC
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Prio Wealth Management, based in Boston, Massachusetts, is ranked No. 19 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $3.7B

Years in Business: 36

Accounts Under Management: 1,765

Previous appearances on FA 100 List: 2 (No. 71 in 2023)

Principals:

John Bratschi, Managing Partner & Wealth Advisor

Kelly Morgan, Managing Partner, Wealth Advisor & Director of Investments

Jeffrey St. Mary, Managing Partner & Wealth Advisor

Contact:

priowealth.com

265 Franklin Street, Suite 2001, Boston, MA 02110

(617) 224-1900

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